Estate Planning

28 02, 2024

8 Costly Estate Planning Mistakes

By |2024-02-28T13:48:54-07:00February 28th, 2024|Legal Documents|0 Comments

8 Costly Estate Planning Mistakes The goal of estate planning should be to transition your assets to your loved ones in as seamless of a manner as possible. There are mistakes that may cause you to veer of course. But they come with simple fixes. In this article, we will go over 8 costly [...]

8 11, 2023

8 Steps for a Complete Estate Plan

By |2023-11-08T11:57:33-07:00November 8th, 2023|Legal Documents|0 Comments

8 Steps for a Complete Estate Plan A complete estate plan is vital to protect your assets for your loved ones. In this article, we will go over 8 steps for a complete estate plan. 1. Inventory Your Estate It is important to take an inventory of your estate, which is a list of all [...]

4 10, 2023

Celebrity Estate Planning Mistakes-Part 5

By |2023-10-04T12:43:58-07:00October 4th, 2023|Legal Documents|0 Comments

Celebrity Estate Planning Mistakes Celebrity estate planning mistakes can be useful in helping us to avoid the same issues. In this article, we will go over five celebrity estate planning mistakes. James Gandolfini Estate Value: $70 million Date of Death: June 19, 2013 James Gandolfini had estate planning documents in place. The issue was he [...]

18 07, 2023

Generation Skipping Trust

By |2023-07-18T12:46:56-07:00July 18th, 2023|Legal Documents|0 Comments

Generation Skipping Trust A generation skipping trust is a type of irrevocable trust. It can be a useful estate planning tool for those with large estate. In this article, we will go over the basics of how a generation skipping trust works. How It Works A generation skipping trust allows you to bypass your children [...]

14 06, 2023

Estate Planning for Large Estates

By |2023-06-13T15:23:32-07:00June 14th, 2023|Legal Documents|0 Comments

Estate Planning for Large Estates Estate planning for large estates is complex and may require multiple strategies. In this article, we will briefly review several avenues that are available for estate planning for large estates. Charitable Donations and Wealth Preservation There are several types of trusts that allow you to use charitable donations for [...]

10 05, 2023

Funding Your Trust

By |2023-05-10T10:50:43-07:00May 10th, 2023|Legal Documents|0 Comments

Funding Your Trust Signing your trust is just the first step in creating a successful estate plan. The second step is funding your trust. This is the process of transferring assets into it. In this article, we will go over the basic steps of funding your trust. Personal Property Personal property includes clothing, furniture, [...]

15 02, 2023

When Is a Trust Involved in Probate?

By |2023-02-14T14:54:19-07:00February 15th, 2023|Legal Documents|0 Comments

When Is a Trust Involved in Probate? In general, a trust will help your estate to avoid probate. However, there are certain scenarios when probate may be required. In this article, we will consider one circumstance when a trust may be involved in probate. How a Trust Works When you create a trust, you [...]

1 08, 2022

Avoiding Guardianship

By |2022-08-01T13:42:40-07:00August 1st, 2022|Legal Documents|0 Comments

Avoiding Guardianship Avoiding guardianship is what most people hope to achieve in their lifetimes. A guardianship is someone who has been court appointed to care for the financial and health care interests of another person. Many people find themselves needing to file for guardianship to help care for an aging parent. Why does this happen [...]

20 01, 2022

Celebrity Estate Planning Mistakes-Part 4

By |2022-01-20T13:53:45-07:00January 20th, 2022|Legal Documents|0 Comments

Celebrity Estate Planning Mistakes Celebrity estate planning mistakes are entertaining, but they can also teach us valuable lessons. In the fourth installment of our celebrity estate planning mistakes series, we will examine the estates of Howard Hughes, Doris Duke, Aretha Franklin, Barry White, and Michael Crichton. Howard Hughes Died: April 5, 1976 Estimated Worth: [...]

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